Get the account investment profile.

Endpoint Parameters

• Request parameters

  Name	Type	Origin	Description
  AccountKey	AccountKey	Route	The account for which the settings apply
  EntityKey	String	Query-String	UserKey if EntityType=Individual or ClientKey if EntityType=Organization
  EntityType	EntityType	Query-String	An individual person or organization

• Response Parameters

  View Response Codes

  Name	Type	Description
  AdjustedRiskAppetite	RiskLevelDetails	Adjusted risk appetite
  EsgDeclaration	EsgDeclaration	Object describing the clients ESG declaration.
  Horizon	Integer	Year at which the investment is expected to be liquidated.
  LastUpdated	UtcDateTime	The time when the investment profile was last updated.
  PreferredManagementType	ManagementType	Preferred account management type
  Purpose	String	Textual description of investment purpose.
  RiskAppetite	RiskLevelDetails	Risk appetite

  HTTP Code	Description
  200	OK	OK
  400	Bad Request	Error Code Description InvalidRequest Default error code returned when it cannot be determined which part of the request is malformed.
  401	Unauthorized	Indicates that the request was rejected because the 'Authorization' header was missing in the request or contained an invalid security token.
  404	Not Found	Error Code Description NotFound
  429	Too Many Requests	The request was rejected due to rate limit being exceeded.
  503	Service Unavailable	Service Unavailable.

  Close

• Request Example

  Request URL

  GET /reg/v3/mifid/accountinvestmentprofiles/{AccountKey}?EntityKey={EntityKey}&EntityType=Individual

• Response Example

  Response body

  {
    "AdjustedRiskAppetite": {
      "Description": "You are willing to take a bit more risk than with savings and expect a higher return than with savings. You want the value of your plan to be relatively stable, but you know that your expected return is limited and can also lead to a loss.",
      "RiskAppetiteId": "1",
      "RiskAppetiteLevel": "Defensive"
    },
    "EsgDeclaration": {
      "EsgPreference": "Specific",
      "SpecificEsgPreference": {
        "ImpactInvestingPct": 20,
        "PrincipalAdverseImpactPct": 40,
        "TaxonomyPct": 30
      }
    },
    "Horizon": 2030,
    "LastUpdated": "2025-01-04T08:52:53.005062Z",
    "PreferredManagementType": "Discretionary",
    "Purpose": "Pension",
    "RiskAppetite": {
      "Description": "You expect a return that is markedly better than savings and you understand that the value of your plan can fluctuate. You are willing to take less than average risks and you understand that expected returns will be less than average as a result.",
      "RiskAppetiteId": "2",
      "RiskAppetiteLevel": "Conservative"
    }
  }